BAM

Byrne Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
118
427
$5K ﹤0.01%
22
-18
428
$5K ﹤0.01%
200
429
$4K ﹤0.01%
200
+150
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50
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100
-381
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434
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-600
436
$4K ﹤0.01%
40
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$4K ﹤0.01%
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+50
441
$4K ﹤0.01%
150
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+29
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+200
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160
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$4K ﹤0.01%
30
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100
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$4K ﹤0.01%
200
448
$3K ﹤0.01%
+12
449
$3K ﹤0.01%
25
450
$3K ﹤0.01%
+100
16 17
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